The big winners were the portfolios largest holding AerCap Holdings (AER) gaining 7% and speculative China coal play Puda Coal (PUDA) up 8.5%. Also helped that large holding Riverbed Tech (RVBD) was up 5.4% and other holdings like Regions Financial (RF) and Liz Claiborne (LIZ) were up 5%.
The market is overbought short term, but long term we still see incredible value in all those stocks mentioned. AER and PUDA could easily rack up earnings in the $2+ range in 2011 and they only trades at $13 and $10, respectively. They both could see $20 assuming they meet earnings expectations.
Growth Portfolio numbers via marketocracy.com. See links to all portfolio performance numbers on the right hand side. Opportunistic numbers are updated prior to market open the following day on Covestor.